Wealth Enhancement Advisory Services’s MGE Energy Inc MGEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$914K Buy
10,147
+59
+0.6% +$5.31K ﹤0.01% 1799
2025
Q1
$938K Sell
10,088
-646
-6% -$60.1K ﹤0.01% 1627
2024
Q4
$1.01M Sell
10,734
-273
-2% -$25.7K ﹤0.01% 1528
2024
Q3
$1.01M Buy
11,007
+290
+3% +$26.5K ﹤0.01% 1383
2024
Q2
$801K Buy
10,717
+876
+9% +$65.5K ﹤0.01% 1379
2024
Q1
$775K Buy
9,841
+1,009
+11% +$79.4K ﹤0.01% 1351
2023
Q4
$639K Sell
8,832
-2,400
-21% -$174K ﹤0.01% 1369
2023
Q3
$770K Buy
+11,232
New +$770K ﹤0.01% 1208